Call Me When... You need an experienced professional who is a highly effective communicator both in the board room and the stock room. Where creative ideas on business exit and business continuation planning that maximize owner/partners family opportunity are key!
Board of Directors (not for profit)
Transition Planning Certification
Business Exit Institute
Chapter Leadership Role
Why I'm a Member of XPX
To be part of and gain access to a network of professional resources in the business exit and succession planning field